Over Coffee Market & Economic Commentary | June 2026

SA INFLATION | Annual inflation rose to 4.5% in May, the highest level since July 2024, marking the third consecutive monthly increase. SA TRADE BALANCE | South Africa recorded a ZAR 1.8bn trade deficit in May, its first monthly deficit since January 2025....

Who wants to be a millionaire?

WRITTEN BY: Paul Hutchinson | Sales Manager | Ninety One Becoming a millionaire is often associated with luck – winning a game show or the national lottery, inheriting wealth, or making a single exceptional investment. However, for most investors, wealth accumulation...

Over Coffee Market & Economic Commentary | May 2026

INFLATION | South Africa’s annual inflation rate rose to 4% in April 2026 – the highest reading since August 2024. SA RATES | The South African Reserve Bank raised its key repo rate by 25 bps to 7% in May – marking its first rate hike since...

The risks beneath the index, the opportunities beyond

WRITTEN BY: Siobhan Simpson | Head of SA Unit Trusts | Ninety One For more than a decade, passive investing has been one of the defining trends in global asset management. Low costs, simplicity, and strong performance have made index-tracking strategies increasingly...

Over Coffee Market & Economic Commentary | April 2026

EQUITIES The MSCI World Index, covering companies across 23 developed markets, posted its strongest month since 2020| CRYTO Bitcoin, which accounts for over 50% of total cryptocurrency market capitalisation, rose 13% in April. It remains 12% down for the year.

The Middle East over the past 24 hours.

Herewith a brief note from the Nedgroup Investments multi-manager team providing an update on developments in the Middle East over the past 24 hours.